Automation 360

How to set up an automation pipeline to manage user data and send triggered messages

Flow Elements

  • How to work with the A360 builder

    Last Updated: 13.03.2024

    With Automation 360, you can implement CRM, Courses, web push notifications, chatbots, and email campaigns in a single funnel and set up a flow scenario to automate your communication with customers.

  • Automation launch triggers

    Last Updated: 02.04.2024

    With SendPulse, you can send automations using launch triggers in Email, CRM and Courses services, and sending custom events.

  • Element execution time

    Last Updated: 02.01.2024

    You can choose exactly when to execute an element in the flow, such as sending an email and a message or filtering contact data, regardless of when the contact reaches that element.

  • Automation 360 elements

    Last Updated: 02.01.2024

    With the help of flow automation, you can create custom scenarios and send out a series of emails to each customer branch triggered by any possible event and based on customer data. All of your flow elements can be dragged to the working field by left-clicking on them.

  • Email element in Automation 360

    Last Updated: 02.01.2024

    With the help of the Email element, you can send an email to a subscriber to notify them about a new purchase, order status change, or new products on the site or invite them to a webinar.

  • Messenger element in Automation 360

    Last Updated: 02.01.2024

    You can implement multiple communication channels in Automation 360 autoflows and add sending messages from Instagram, WhatsApp, Facebook Messenger, or Telegram chatbots to your flows.

  • Viber element in Automation 360

    Last Updated: 02.01.2024

    In SendPulse's Automation 360, you can add a Viber element to send service messages, for example, about order confirmation and status, delivery of goods, or debiting or crediting bonuses.

  • SMS element in Automation 360

    Last Updated: 02.01.2024

    With the SMS element, you can include SMS campaigns in your automation flow.

  • The Filter element in Automation 360

    Last Updated: 18.04.2024

    Use the filter to segment your audience by their preferences, client status, and other personal data. It can help you interact with your clients better: send targeted messages, send webhooks to your system, assign or update variables and tags, create deals in CRM, and more.

  • Condition element in Automation 360

    Last Updated: 12.03.2024

    Using the Condition element, you can build an automation flow based on the subscriber's actions.

  • Action element in Automation 360

    Last Updated: 05.06.2024

    With the help of the Action element, you can make the contact undergo different processes when they get to the element.

  • The Pause element in Automation360

    Last Updated: 09.01.2024

    Pause is an element that helps control how contacts progress through your flow and set a start time and condition for your next element. For example, you can set a period of time during which a contact won't receive any messages. It can be a specific time, day of the week, date, or time interval.

  • How to set up sending webhooks to your system

    Last Updated: 02.04.2024

    A webhook is a mechanism for notifying a system about events. Using webhooks in Automation 360 is a way to notify your system about events that happen.

  • How to set up a conversion count

    Last Updated: 22.12.2023

    In business, a conversion happens when a user performs a target action. For automations, it could be opening an email, clicking on a link, launching a bot, getting a custom event like Purchase or Register, and so on.

Automation Scenarios

  • How to manage student data or send a message triggered by a course event

    Last Updated: 12.06.2024

    Stay in touch with students using automated actions and messages. You can update students on their study progress through various communication channels, including email, Viber, SMS, and chatbots.

  • How to create an automated flow from a ready-made template

    Last Updated: 15.02.2024

    You can use ready-made automated flow templates with scenarios configured according to flow categories. Ready-made templates include flow start events and email and SMS templates and have a pre-built flow structure with the Filter, Action, and Condition elements. All you have to do is select a category and substitute the existing flow data with your own.

  • How to send a message triggered by a CRM event

    Last Updated: 16.05.2024

    With SendPulse, you can create an automation for creating a deal or changing a deal stage in CRM, for example, from New to In Progress.

  • How to automate CRM task management

    Last Updated: 15.02.2024

    With SendPulse, you can work together with your team using our CRM system and streamline your task management using Automation 360. Create and remove tasks automatically to simplify your workflow and increase efficiency.

  • How to create an automation triggered by an event

    Last Updated: 26.12.2023

    With SendPulse, you can create an automation triggered by an event. Process customer data using various elements, and inform your customers about an abandoned cart, registration on the site, or purchase through different communication channels — email, SMS, web push, Viber, Instagram, Telegram, Facebook, or WhatsApp.

  • How to create an automation that starts when a subscriber is added to a mailing list

    Last Updated: 26.12.2023

    With SendPulse, you can create an automation that will be launched when a subscriber is added to your mailing list. For example, you can welcome those who have subscribed via your subscription form to receive useful information or company news.

  • How to run an automated flow for a mailing list

    Last Updated: 02.01.2024

    You can run an automated flow for an entire mailing list again. With this option, you can run it for your contacts that were added to your mailing list before the start of your automated flow triggered by the Add Subscriber event.

  • How to create an automation that starts when a variable value changes

    Last Updated: 26.12.2023

    You can set an automation to start when a variable in your mailing list changes its value. For example, you can launch the automation if a user’s location, order details, appointment date, or other data points have changed.

  • How to create an Automation that starts on a special date

    Last Updated: 18.04.2024

    With SendPulse, you can send automated messages to subscribers on special dates specified in your mailing list. Send automations on your subscribers' birthdays, webinar dates, customer registration anniversaries, or first order dates.

  • How to create an automation triggered by a contact webhook

    Last Updated: 26.12.2023

    With SendPulse, you can create an automated flow script that will be triggered by a contact webhook, for example, when they open an email or follow a link. Track subscriber interactions with your bulk email campaigns, send messages or manage subscriber data based on their actions.

  • How to send push notifications in Automations

    Last Updated: 04.06.2024

    You can add an additional channel of communication with your clients and send messages that appear on their browsers. To do this, you need to add the push notification code to the site, configure the transfer of additional variables from the site to the SendPulse service, and integrate push notifications with the SendPulse email service. Let's take a look at each configuration step.

  • How to create dynamic emails triggered by events using pre-made SendPulse templates

    Last Updated: 03.01.2024

    Create dynamic emails to send to each of your clients' personalized information - for example, the status of their order in each stage. Because the templates are dynamic, you can include not only text, images, and links, but change lots of content using variables. Such templates can be expanded to several elements with cards of products based on the number of products a customer’s order

  • How to send an order status SMS with Automation 360

    Last Updated: 26.12.2023

    With SendPulse, you can create an automation that sends personalized SMS messages triggered by an event in your system. For example, you can track abandoned carts, site registrations, or product purchases on your site and transfer your order and customer data to SendPulse.

  • How to send a "Thank you" email after registration

    Last Updated: 26.12.2023

    With SendPulse, you can create an automation triggered by an event, for example, to thank the customer for registering on your site or purchasing your product or send them about an abandoned cart message.

  • How to send an abandoned cart message

    Last Updated: 05.02.2024

    With SendPulse, you can create an automation triggered an event, for example, to thank the customer for registering on your site or purchasing your product or send them an abandoned cart message.

  • How to send automated emails

    Last Updated: 02.01.2024

    The information here was outdated. Find current information in the Automation Scenarios section.

Events

  • How to create events

    Last Updated: 27.12.2023

    An event is an external data signal sent to the specified SendPulse URL. When you create an event in Automation360, you receive a link to send a POST request to SendPulse with the required parameters.

  • How to manage events

    Last Updated: 27.12.2023

    In the Events Manager section, you can view and manage the events you create and view the received events with client data.

  • How to stop a flow by an event

    Last Updated: 27.12.2023

    When you create an automation flow, you can add an additional condition to stop sending subsequent messages at any time.

  • How to send events to the SendPulse

    Last Updated: 27.12.2023

    You can send events to your system using the SendPulse API. Sending requests is possible with and without authorization.

  • How to send data arrays with Automation 360

    Last Updated: 22.12.2023

    With data arrays, you can create product cards and send personalized dynamic emails. For example, you can automatically send emails with personalized data when the number of elements, for example, products, is different for each recipient.

Additional Features

  • How to view your automation statistics

    Last Updated: 28.12.2023

    Campaign statistics help businesses analyze the effectiveness of their customized flow scenario using various communication channels. With SendPulse, you can access detailed statistics with element and recipient data.

  • Priority time of sending an automation

    Last Updated: 28.12.2023

    To send automation flow emails only on certain days of the week, set your priority sending time. It can be configured for any start condition.

  • What is a completed series

    Last Updated: 28.12.2023

    The number of completed series in automation indicates the number of contacts, to whom, no more messages from this automation can be sent.

  • How automations work when paused

    Last Updated: 28.12.2023

    When you pause automation, new contacts will not be added to the automation queue on start by condition.

  • How to stop an autoflow to a contact

    Last Updated: 28.12.2023

    You can stop an autoflow for all of your contacts by pausing the autoflow. Additionally, you stop an autoflow for one email address.

  • How Automation 360 works on an expired pricing plan

    Last Updated: 28.12.2023

    An automation flow launched while a paid plan was active stops when the paid plan expires. Also an automation stops if you have less than 20 unique subscribers left according to your pricing plan.

Try SendPulse today for free